Samhi Hotels Pre-IPO - Refiling Updates - Bigger Portfolio, Smaller Deal
SAMHI Hotels (SAMHI IN) plans to raise around US$200m (estimated) in its Indian IPO. In this note, we talk about the updates from its recent filing.
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Aviation, Should One Buy the Profit Recovery?
Aviation sector turned to profits in Q3FY23. However, rising ATF costs may restrict profit recovery, thus while valuations are reasonable and there...
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ECM Weekly (19th Feb 2023) - Rakuten Bank, ZJLD, REPT, Link REIT, SoCar, Ryman, Indigo, ESR, Oasis
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Interglobe Aviation (Indigo) Placement - Has Sold Before, Will Sell Again
Indigo’s co-founder Rakesh Gangwal aims to raise around US$375m via selling around 4.0% of the company. In this note, we talk about the deal...
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Travel and Tourism: Theme of the Year
Given the recent uptick in sectoral tailwinds and the conscious push by the government, travel and tourism looks set to be one of the 'Theme of the...
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